From Dreams… To Goals… To Flexibility… To Confidence
Our goal is to help you take a proactive approach to your personal financial situation. We are dedicated to helping you make sound decisions for your financial future. Helping you gain a better understanding of investing, retirement, estate planning strategies, and wealth preservation. Most importantly, we hope you see the value of working with us to pursue your financial goals.
Matthew Kutcher
- CFP
- Private Wealth Financial Advisor
- Managing Director - Investments
Matthew Kutcher
- CFP
- Private Wealth Financial Advisor
- Managing Director - Investments
Matthew Kutcher has over 30 years of portfolio management experience. As a native of Long Island, New York, he started his career on the institutional trading desk at J.P. Morgan in New York City before moving into a private banking role, serving the needs of high-net-worth families.
After moving to Palm Beach, Matthew expanded his role and is currently a senior member of a team of six that oversees over $2 billion in assets.* As a CERTIFIED FINANCIAL PLANNER® professional, he focuses his time on advising clients on both sides of their balance sheet, with a specialization in portfolio and risk management. His team also focuses on tax, estate, and philanthropic planning strategies.
Matthew is a lifelong student of the markets. He has a deep understanding of equity and fixed-income markets with a particular focus on discretionary portfolios. Known for his approachable style, he enjoys working with individuals to help find solutions for their business and family needs.
Matthew holds a bachelor's degree in economics from Hofstra University and an MBA from University of Miami.
Matthew currently resides with his wife, Shayna, in Delray Beach, Florida and is the father of three children. In Matthew’s free time, he enjoys golfing and skiing, and he focuses on overall health and wellness. Matthew has a drive to mentor the next generation of finance professionals and aspires to be an adjunct professor in the future.
Passion for working with clients is equaled by his dedication to philanthropic endeavors as Matthew serves as a board member for the Jewish Federation of South Palm Beach County. In addition, Matthew is involved with several non-profit agencies that focus on improving the lives of at-risk youth.
Investment and Insurance Products: Not FDIC Insured / No Bank Guarantee / May Lose Value
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. PM-10302026-7919429.1.1
After moving to Palm Beach, Matthew expanded his role and is currently a senior member of a team of six that oversees over $2 billion in assets.* As a CERTIFIED FINANCIAL PLANNER® professional, he focuses his time on advising clients on both sides of their balance sheet, with a specialization in portfolio and risk management. His team also focuses on tax, estate, and philanthropic planning strategies.
Matthew is a lifelong student of the markets. He has a deep understanding of equity and fixed-income markets with a particular focus on discretionary portfolios. Known for his approachable style, he enjoys working with individuals to help find solutions for their business and family needs.
Matthew holds a bachelor's degree in economics from Hofstra University and an MBA from University of Miami.
Matthew currently resides with his wife, Shayna, in Delray Beach, Florida and is the father of three children. In Matthew’s free time, he enjoys golfing and skiing, and he focuses on overall health and wellness. Matthew has a drive to mentor the next generation of finance professionals and aspires to be an adjunct professor in the future.
Passion for working with clients is equaled by his dedication to philanthropic endeavors as Matthew serves as a board member for the Jewish Federation of South Palm Beach County. In addition, Matthew is involved with several non-profit agencies that focus on improving the lives of at-risk youth.
Investment and Insurance Products: Not FDIC Insured / No Bank Guarantee / May Lose Value
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. PM-10302026-7919429.1.1
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David Wells
- Financial Consultant
David Wells
- Financial Consultant
David Wells is a financial consultant with Wells Fargo Advisors in the southeast division located in Palm Beach, Florida. As a financial consultant, David coordinates with our affiliates in our banking, lending and trust product teams, thus delivering the entirety of Wells Fargo to the firm’s most sophisticated client families. An integral part of the relationship team, he starts by understanding a clients’ unique needs and overall financial goals, and then leverages the vast resources within Wells Fargo Advisors to offer a full set of solutions that help achieve those goals.
Prior to joining Wells Fargo Advisors, David had been a Lead Wealth Management Banker for Wells Fargo Wealth & Investment Management. Prior to that David worked at Citi Private Bank for 22 years, where he was a Private Banker. In those years he worked in their Law Firm Group and later in Citi Private Bank’s High Net Worth Group assisting his clients reach their financial goals. He has worked in the financial services industry for more than 30 years.
David earned a Bachelor of Science degree from Florida State University where he studied Business Finance.
David is a native Floridian, residing in the city of Stuart with his wife and their two children. An avid fisherman and diver, he enjoys sharing the wonder of the great outdoors with his family. He is a member of the Forum Club of the Palm Beaches.
Investment and Insurance Products: Not FDIC Insured / No Bank Guarantee / May Lose Value
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. PM-10302026-7919302.1.1
Prior to joining Wells Fargo Advisors, David had been a Lead Wealth Management Banker for Wells Fargo Wealth & Investment Management. Prior to that David worked at Citi Private Bank for 22 years, where he was a Private Banker. In those years he worked in their Law Firm Group and later in Citi Private Bank’s High Net Worth Group assisting his clients reach their financial goals. He has worked in the financial services industry for more than 30 years.
David earned a Bachelor of Science degree from Florida State University where he studied Business Finance.
David is a native Floridian, residing in the city of Stuart with his wife and their two children. An avid fisherman and diver, he enjoys sharing the wonder of the great outdoors with his family. He is a member of the Forum Club of the Palm Beaches.
Investment and Insurance Products: Not FDIC Insured / No Bank Guarantee / May Lose Value
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. PM-10302026-7919302.1.1
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Allison Davis
- Senior Client Performance Analyst
Allison Davis
- Senior Client Performance Analyst
Allison Davis is a financial professional with over eight years of experience in the financial services industry. Born and raised in Rhode Island, Allison moved to Boston to launch her career in investment planning, where she quickly developed a strong interest in wealth management and portfolio management. Her passion for the field led her to further her expertise by joining JP Morgan in Florida, where she specialized in trading and had the opportunity to collaborate with well-known hedge fund managers in the industry. In her pursuit of better serving clients, Allison made a strategic move to Wells Fargo Advisors six years ago, working with Matthew Kutcher, Managing Director - Investments and to provide comprehensive and personalized financial solutions.
Allison’s diverse experience, combined with her dedication to client success has enabled her to build a reputation as a trusted contact for colleagues and clients alike. In her current role, Allison serves as the chief of staff, playing a pivotal role in the strategic leadership and operations of the team. She works closely with Matthew to drive business development initiatives and ensures seamless coordination across all aspects of the team. Allison remains deeply involved in managing client relationships, using her expertise to address and resolve complex client needs. Allison’s ability to navigate both the operational and strategic aspects of the business allows her to be a key liaison and decision-maker, ensuring that the team’s goal are met and that clients receive exceptional service.
Allison earned a bachelor’s degree in business administration from the University of Rhode Island.
She currently resides with her husband, Brandon, in Lighthouse Point, Florida. She enjoys baking, gardening, and spending time outdoors.
Investment and Insurance Products: Not FDIC Insured / No Bank Guarantee / May Lose Value
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. PM-09182026-7757483.1.1
Allison’s diverse experience, combined with her dedication to client success has enabled her to build a reputation as a trusted contact for colleagues and clients alike. In her current role, Allison serves as the chief of staff, playing a pivotal role in the strategic leadership and operations of the team. She works closely with Matthew to drive business development initiatives and ensures seamless coordination across all aspects of the team. Allison remains deeply involved in managing client relationships, using her expertise to address and resolve complex client needs. Allison’s ability to navigate both the operational and strategic aspects of the business allows her to be a key liaison and decision-maker, ensuring that the team’s goal are met and that clients receive exceptional service.
Allison earned a bachelor’s degree in business administration from the University of Rhode Island.
She currently resides with her husband, Brandon, in Lighthouse Point, Florida. She enjoys baking, gardening, and spending time outdoors.
Investment and Insurance Products: Not FDIC Insured / No Bank Guarantee / May Lose Value
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. PM-09182026-7757483.1.1
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Deanna Gill
- Private Wealth Senior Registered Client Associate
Deanna Gill
- Private Wealth Senior Registered Client Associate
Deanna Gill is a private wealth senior registered client associate with Wells Fargo Advisors, located in the Palm Beach, Florida office. She has served in the financial services industry for nearly twenty years. Prior to joining Wells Fargo Advisors, Deanna worked for Abbot Downing and The Private Bank providing client service for ultra-high net worth clients and family offices in the Southeast.
In her current role, Deanna is responsible for leading the client associate team and providing administrative, operational, and technical support for her clients and team. She prides herself on her exceptional level of client service and ability to build long lasting client relationships.
Graduating summa cum laude from Palm Beach Atlantic University, Deanna earned her bachelor’s degree in organizational management with a concentration in human resources. She proudly serves as a volunteer for Healthy Mothers Healthy Babies Coalition of Palm Beach County and is actively engaged in local community outreach.
Deanna makes her home with her family in Loxahatchee, Florida although originally from Upstate New York. She enjoys all the great outdoors has to offer.
Investment and Insurance Products: Not FDIC Insured / No Bank Guarantee / May Lose Value
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. PM-10302026-7919359.1.1
In her current role, Deanna is responsible for leading the client associate team and providing administrative, operational, and technical support for her clients and team. She prides herself on her exceptional level of client service and ability to build long lasting client relationships.
Graduating summa cum laude from Palm Beach Atlantic University, Deanna earned her bachelor’s degree in organizational management with a concentration in human resources. She proudly serves as a volunteer for Healthy Mothers Healthy Babies Coalition of Palm Beach County and is actively engaged in local community outreach.
Deanna makes her home with her family in Loxahatchee, Florida although originally from Upstate New York. She enjoys all the great outdoors has to offer.
Investment and Insurance Products: Not FDIC Insured / No Bank Guarantee / May Lose Value
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. PM-10302026-7919359.1.1
Contact
Megan C. Powers
- Private Wealth Client Associate
Megan C. Powers
- Private Wealth Client Associate
Megan Powers is a private wealth client associate with Wells Fargo Advisors in the Palm Beach, Florida office. She recently joined Wells Fargo Advisors to pursue her passion for helping clients achieve their financial goals by providing exceptional administrative, operational, and technical support for clients and her team. Megan prides herself on strong communication skills, and her ability to build lasting relationships with clients and colleagues.
Megan graduated from Florida State University with degrees in finance and marketing, where she developed a solid foundation in the financial services industry.
Originally from Stuart, Florida she grew up enjoying life on the water and has a passion for fishing and outdoor activities. Her experiences have shaped her appreciation for discipline and dedication, qualities she brings to her work.
Now based in West Palm Beach, Megan is excited to serve clients and contribute to the success of her team while continuing to appreciate Florida’s coastal lifestyle.
Investment and Insurance Products: Not FDIC Insured / No Bank Guarantee / May Lose Value
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. PM-10302026-7919256.1.1
Megan graduated from Florida State University with degrees in finance and marketing, where she developed a solid foundation in the financial services industry.
Originally from Stuart, Florida she grew up enjoying life on the water and has a passion for fishing and outdoor activities. Her experiences have shaped her appreciation for discipline and dedication, qualities she brings to her work.
Now based in West Palm Beach, Megan is excited to serve clients and contribute to the success of her team while continuing to appreciate Florida’s coastal lifestyle.
Investment and Insurance Products: Not FDIC Insured / No Bank Guarantee / May Lose Value
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. PM-10302026-7919256.1.1
Contact
Harris Katz
- Private Wealth Client Associate
Harris Katz
- Private Wealth Client Associate
Harris Katz is a private wealth client associate with Wells Fargo Advisors in Palm Beach, Florida. As a recent graduate he brings a fresh perspective and strong educational foundation to the team. He looks to provide great service to clients while learning as much as he can to contribute to his journey in this industry.
Harris earned a bachelor’s degree in science from the University of Central Florida where he studied Integrated Business. Here he developed a versatile skill set in problem-solving and strategic thinking.
Harris currently lives in Boca Raton where he enjoys boating and going fishing in his free time. He also loves to exercise and live a healthy lifestyle.
Harris is committed to building meaningful client relationships and has a keen interest in wealth management. He is excited to provide a positive experience while contributing to the team’s success in delivering tailored wealth management solutions.
Investment and Insurance Products: Not FDIC Insured / No Bank Guarantee / May Lose Value
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. PM-10302026-7919497.1.1
Harris earned a bachelor’s degree in science from the University of Central Florida where he studied Integrated Business. Here he developed a versatile skill set in problem-solving and strategic thinking.
Harris currently lives in Boca Raton where he enjoys boating and going fishing in his free time. He also loves to exercise and live a healthy lifestyle.
Harris is committed to building meaningful client relationships and has a keen interest in wealth management. He is excited to provide a positive experience while contributing to the team’s success in delivering tailored wealth management solutions.
Investment and Insurance Products: Not FDIC Insured / No Bank Guarantee / May Lose Value
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. PM-10302026-7919497.1.1
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